GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1 +$71.1M
2 +$19.8M
3 +$15.2M
4
FDX icon
FedEx
FDX
+$13.8M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$13.7M

Top Sells

1 +$69.2M
2 +$30.2M
3 +$27.4M
4
UNH icon
UnitedHealth
UNH
+$19.6M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$17.8M

Sector Composition

1 Financials 8.37%
2 Technology 7.74%
3 Consumer Discretionary 5.62%
4 Healthcare 5.4%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$9K ﹤0.01%
+300
777
$9K ﹤0.01%
82
778
$9K ﹤0.01%
633
779
$9K ﹤0.01%
+7
780
$9K ﹤0.01%
+248
781
$9K ﹤0.01%
1,663
-54
782
$9K ﹤0.01%
268
+35
783
$9K ﹤0.01%
+273
784
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112
+72
785
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200
-447
786
$9K ﹤0.01%
125
787
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900
788
$9K ﹤0.01%
261
789
$9K ﹤0.01%
202
790
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45
+43
791
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60
+25
792
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50
793
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259
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794
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256
795
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132
796
$9K ﹤0.01%
51
797
$9K ﹤0.01%
260
798
$9K ﹤0.01%
+53
799
$9K ﹤0.01%
192
-62
800
$9K ﹤0.01%
193